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Disclosery

Grantvest Financial Group LLC: SPYI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grantvest Financial Group LLC on SPYI, newest first. How the timeline and the estimate are built.

Grantvest Financial Group LLC held 41,569 SPYI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,569 shares
    Change vs previous 13F +1,026 shares

    1.28% of the 13F portfolio, value $2,206,912.

    13F-HR 0002055216-26-000003 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,543 shares
    Change vs previous 13F +457 shares

    1.3% of the 13F portfolio, value $2,001,627.

    13F-HR 0002055216-26-000002 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,086 shares
    Change vs previous 13F +8,357 shares

    1.35% of the 13F portfolio, value $2,105,688.

    13F-HR 0002055216-26-000001 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,729 shares
    Change vs previous 13F +2,362 shares

    1.15% of the 13F portfolio, value $1,659,420.

    13F-HR 0002055216-25-000006 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,367 shares
    Change vs previous 13F +3,660 shares

    1.1% of the 13F portfolio, value $1,477,773.

    13F-HR 0002055216-25-000003 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,707 shares
    Change vs previous 13F +12,529 shares

    1% of the 13F portfolio, value $1,231,098.

    13F-HR 0002055216-25-000002 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,178 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $669,719.

    13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).